Filed November 20, 2024
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,255 | $77,164+24.7% | $178,014-45.9% | $80,874+19.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 14.09% | 18.09%-4.0pp | 294.80%-280.7pp | 35.62%-21.5pp |
| Employer contribution / active EE | $6,149 | $2,288+168.8% | $3,950+55.7% | $2,756+123.1% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,276-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,978 | $7,164+25.3% | $10,362-13.4% | $6,935+29.4% |